+222.4%
GII vs VOO
+777.9%
-555.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -1.0% | -2.7% | +1.7% | +1.0% |
| 30D | +5.3% | -5.4% | +10.7% | +9.5% |
| 3M | -1.3% | -4.1% | +2.8% | +1.6% |
| 6M | -2.8% | +0.7% | -3.5% | -3.8% |
| YTD | +7.7% | +8.7% | -1.0% | +0.4% |
| 1Y | +9.8% | +11.0% | -1.1% | +0.8% |
| 3Y | +66.7% | +75.5% | -8.8% | +5.4% |
| 5Y | +62.3% | +68.4% | -6.0% | +4.7% |
| 10Y | +133.4% | +315.7% | -182.3% | -28.8% |
| All | +222.4% | +777.9% | -555.5% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling